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2019 Asset Class Returns: How Do They Stack Up?

The Veater Financial Table of Investment Returns ranks the annual performance of key asset classes over each of the last 20 years. The best asset class for a given year is listed at the top, with the lowest returning asset class listed at the bottom. As we look back on the first half of 2019, here are a few key takeaways: 

What you should know about The SECURE Act

On May 23rd 2019, the House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The next step is to pass through the Senate and be signed by the President. 

2019 Tax Deadlines

The end of tax season is around the corner.

This year, tax filing deadline is April 15th. So get your appointments with CPAs, Online Tax Advisors, or brave the new forms yourself!

2019 Tax Rates, Deductions and 1099 Releases

Welcome to the 2019 Tax Year! Doesn’t it feel so good? The answer is always the same in taxes… it depends.

Not many major changes in the tax code when comparing 2018 to 2019. But a couple of highlights to report on. See our Tax Report from December as a guide for 2018 Tax Strategies.

A Look Back at 2018 Asset Class Returns

The Veater Financial Table of Investment Returns ranks the annual performance of key asset classes over each of the last 20 years. The best asset class for a given year is listed at the top, with the lowest returning asset class listed at the bottom. Below are a few key takeaways as we look back on 2017: 

Market Thoughts - Late 2018

Maintaining open lines of communication with our clients is one of our top priorities. In our most recent video seen below, George and Aaron share their thoughts on the recent market correction. Keeping perspective during turbulent times is very important; please take a listen and feel free to share with anyone you believe could benefit. 

Our VFG Veterans!

Happy early Veteran's Day from all of us at Veater Financial Group! Today's post is very special to us as it honors our Veteran clients by sharing their stories and details from their time of service. 

Updates to Medicare Part B

Medicare is an area that needs to be kept up on. Potential issues are not likely to go away any time soon. Let’s be honest, no one expects health costs to go down in the near future. So with that said… how does it affect us?

2019's Social Security COLA Announced!

The time has come for another edition of Social Security Announcements. Last year, Social Security recipients received a decent bump of 2.0% and I explained a little bit more of the history of COLAs (cost-of-living-adjustments) and their relationship to Social Security HERE

The Beauty of Compound Interest

Albert Einstein once said the most powerful force in the universe is compound interest. My goal is not to have a religious discussion here haha, but rather a focus on just how incredible compound interest really is!

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